GWA
IBDP
Gratus Wealth Advisors’s iShares iBonds Dec 2024 Term Corporate ETF IBDP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,101,714
| Closed | -$27.7M | – | 135 |
|
|
2024
Q3 | $27.7M | Buy |
1,101,714
+51,080
| +5% | +$1.28M | 4.52% | 9 |
|
|
2024
Q2 | $26.4M | Buy |
1,050,634
+16,777
| +2% | +$421K | 4.55% | 9 |
|
|
2024
Q1 | $25.9M | Buy |
1,033,857
+78,270
| +8% | +$1.96M | 4.76% | 7 |
|
|
2023
Q4 | $23.8M | Buy |
+955,587
| New | +$23.8M | 4.69% | 7 |
|